+25.1%
VXUS vs ED
+14.2%
+10.8%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.1% |
| 7D | +1.6% | +0.5% | +1.1% | +1.7% |
| 30D | +1.0% | +1.1% | -0.1% | +1.3% |
| 3M | +5.7% | +4.6% | +1.0% | +6.7% |
| 6M | +13.6% | -2.0% | +15.5% | +13.5% |
| YTD | +17.4% | +11.7% | +5.7% | +20.2% |
| 1Y | +25.1% | +15.7% | +9.3% | +28.2% |
| All | +25.1% | +14.2% | +10.8% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ED wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling